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| 2 | +# Sample Workflow |
| 3 | + |
| 4 | +To help you get started, sample Informix queries have been included in the data/informix/functions and data/informix/simple directories. You can choose to upload these files to test the application. |
| 5 | + |
| 6 | +## **Process** |
| 7 | + |
| 8 | +> Note: Download Sample Data - You can down load the sample data files for Invoices and Property Claims from the url mentioned in remarks column, if yu already have this data you can ignore |
| 9 | +
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| 10 | +### **API Documentation** |
| 11 | + |
| 12 | +_Sample Operation:_ |
| 13 | + |
| 14 | +-Task: Click on 'API Documentation' to view and explore the available API endpoints and their details |
| 15 | + |
| 16 | +### **Upload** |
| 17 | +The Browse section allows users to explore and retrieve information related to promissory notes. Key functionalities include: |
| 18 | + |
| 19 | +_Sample Qperations:_ |
| 20 | + |
| 21 | +- Task: Schema Selection - |
| 22 | +Select the Schema under the Processing Queue pane which is relavent to the content which is being uploaded |
| 23 | +- Task: Import Content – Click on the "Import Content" button. |
| 24 | +- Task: Browse File – |
| 25 | +Choose a file from the downloaded list for data extraction corresponding to the Schema selected |
| 26 | +- Task: Upload File – Click the "Upload" button. |
| 27 | + |
| 28 | +### **Review** |
| 29 | +The Generate section enables users to create new promissory notes with customizable options. Key features include: |
| 30 | + |
| 31 | +_Sample Qperation:_ |
| 32 | + |
| 33 | +- Task: Open Processed File - Once the file status is marked as Completed, click on the file. |
| 34 | +Once the batch Processing is done for any file the file will be available to review. |
| 35 | +-Task: Review Extracted Data - |
| 36 | +The extracted data will be displayed in the "Output Review" pane. |
| 37 | +The corresponding file will be shown in the "Source Document" pane. |
| 38 | +-Task: Modify and Submit |
| 39 | +Edit any incorrect data in the JSON which is shown in the "Output Review" pane under "Exrtracted Results" tab. |
| 40 | +Add notes under the "Comments" multi line textbox. |
| 41 | +Save the changes by clickin on the "Save" button |
| 42 | +-Task: Review Process Steps - |
| 43 | +You can view the process steps in the "Output Review" pane under the "Process Steps" tab. |
| 44 | +Expand the Extract, Map, and Evaluate sections to see the outputs from each process step. |
| 45 | + |
| 46 | +### **Delete** |
| 47 | +The Draft section ensures accuracy and completeness of the generated promissory notes. Key tasks include: |
| 48 | + |
| 49 | +_Sample operation:_ |
| 50 | + |
| 51 | +- Task: Delete - Click the three-dot menu at the end of the row to expand options, then select 'Delete' to remove the item. |
| 52 | + |
| 53 | +  |
| 54 | + |
| 55 | +This structured approach ensures that users can efficiently browse, create, and refine promissory notes while maintaining legal compliance and document accuracy. |
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